Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Gold/Mining/Energy : Big Dog's Boom Boom Room -- Ignore unavailable to you. Want to Upgrade?

To: Ed Ajootian who wrote (60927)	3/1/2006 8:42:00 AM
From: Wyätt Gwyön	Respond to of 206326

Ed, I wonder if one reason the oil sands stocks did so well in January is that the cost of one of their primary feedstocks, natgas, went down so dramatically, especially in comparison to the selling price of their product. could be. i was making that same guess in late January as noted below. Don Coxe had some other theory, i think it was the increasing likelihood that the SEC will recognize oil sands as reserves so the majors will bid for them. imo, reading between the lines of Coxe, he thinks SU will get bought out at some point. Message 22097660 To: Tommaso who wrote (5917) 1/25/2006 10:17:12 AM From: Darffot of 7285 re: SU outperformance, my wholely unsubstantiated WAG is that it is a perceived beneficiary of a wider spread between NG and crude, as lower NG prices relative to CL should improve their margins (i'm guessing the degree of improvement is greater than that seen at COS). or else maybe there are takeover rumors, or chart chasers; who knows. fwiw SU is my third largest position, after VLO and COS.